Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360B
AUM Growth
-$5.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,958
New
Increased
Reduced
Closed

Top Buys

1
+$1.25B
2
+$1.21B
3
+$708M
4
ATVI
Activision Blizzard
ATVI
+$633M
5
ABT icon
Abbott
ABT
+$456M

Top Sells

1
+$1.29B
2
+$910M
3
+$868M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$575M
5
MPLX icon
MPLX
MPLX
+$568M

Sector Composition

1 Technology 11.41%
2 Financials 10.07%
3 Consumer Discretionary 8.39%
4 Healthcare 7.69%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$20.8M 0.01%
1,123,510
+412,161
1627
$20.7M 0.01%
2,262,502
+147,508
1628
$20.7M 0.01%
605,025
+290,383
1629
$20.7M 0.01%
405,459
+308,384
1630
$20.7M 0.01%
1,590,776
-1,596,437
1631
$20.7M 0.01%
550,241
+23,021
1632
$20.7M 0.01%
280,634
-29,997
1633
$20.6M 0.01%
509,410
+240,346
1634
$20.6M 0.01%
657,189
+150,777
1635
$20.6M 0.01%
473,778
+233,453
1636
$20.6M 0.01%
607,704
-66,519
1637
$20.6M 0.01%
984,919
+118,430
1638
$20.5M 0.01%
1,579,698
+109,673
1639
$20.4M 0.01%
294,022
-37,905
1640
$20.4M 0.01%
1,508,469
+111,235
1641
$20.3M 0.01%
684,485
+267,986
1642
$20.3M 0.01%
1,616,901
+66,449
1643
$20.3M 0.01%
1,098,512
+231,078
1644
$20.2M 0.01%
426,081
+84,020
1645
$20.2M 0.01%
314,267
+66,219
1646
$20.2M 0.01%
1,623,317
+251,499
1647
$20.2M 0.01%
543,482
-344,420
1648
$20.2M 0.01%
163,259
+31,937
1649
$20.1M 0.01%
99,358
+7,517
1650
$20.1M 0.01%
402,411
+17,152
64 65
66
67 68